Denali Advisors’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19
| Closed | -$1.87K | – | 504 |
|
|
2023
Q2 | $1.87K | Hold |
19
| – | – | ﹤0.01% | 417 |
|
|
2023
Q1 | $1.66K | Buy |
19
+5
| +36% | +$437 | ﹤0.01% | 378 |
|
|
2022
Q4 | $1.22K | Buy |
+14
| New | +$1.22K | ﹤0.01% | 386 |
|
|
2020
Q1 | – | Sell |
-22,100
| Closed | -$1.08M | – | 346 |
|
|
2019
Q4 | $1.08M | Buy |
22,100
+5,300
| +32% | +$259K | 0.15% | 145 |
|
|
2019
Q3 | $758K | Buy |
+16,800
| New | +$758K | 0.11% | 169 |
|
|
2018
Q1 | – | Sell |
-52
| Closed | -$2K | – | 278 |
|
|
2017
Q4 | $2K | Sell |
52
-32
| -38% | -$1.23K | ﹤0.01% | 223 |
|
|
2017
Q3 | $3K | Sell |
84
-44
| -34% | -$1.57K | ﹤0.01% | 192 |
|
|
2017
Q2 | $4K | Hold |
128
| – | – | ﹤0.01% | 154 |
|
|
2017
Q1 | $4K | Buy |
128
+60
| +88% | +$1.88K | ﹤0.01% | 149 |
|
|
2016
Q4 | $2K | Hold |
68
| – | – | ﹤0.01% | 226 |
|
|
2016
Q3 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 224 |
|